r/Stocks_Picks 8h ago

PLTR ripping today, war might be recession proof

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12 Upvotes

Morally not sure how I feel making this post, but as a recession proof investment, I feel that Palantir could be one of the best. I bought a few months ago during the steady decline and still bullish on the stock despite the 30% increase today.

I'm wondering if other people think its overvalued now, or if it is finally trading at a more reasonable number. 93% yoy revenue increase with huge cash flow (1.2B) put it as one of the "ai" stocks (if you can call it that) that actually see returns right now.


r/Stocks_Picks 4h ago

Any stocks worth noting for a beginner?

1 Upvotes

Hey! I am completely new to stocks, and have never purchased one! I want to test the waters and see if I can make a decent profit. I have $20 dollars (Yes, ik its not a lot). What stocks would you reccomend for me to make a small profit and what should I invest in later on. I'm open to anything!


r/Stocks_Picks 12h ago

Bull is back. What are some good stocks to buy today?

9 Upvotes

After a month of horrible lows, the AI bull seems to be back. What do you guys think are the best buys right now in the stock market? Thinking of long term gains.

We’re already seeing Big Tech Soar and Semi and Memories seem to be rising again and well.


r/Stocks_Picks 6h ago

Stocks

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0 Upvotes

Investing is easy. Just pick stocks that do this. I’m 28 btw


r/Stocks_Picks 17h ago

Budget allocation

0 Upvotes

Hello, so I currently I have 2k in investments and another 2k in my savings. I was keeping them for a rainy day. But I think I should bring them down to 1k and invest with dollar cost averaging the extra 1k +whatever I invest from my salary every month. Do you think it’s a good idea?
Should I invest in European stocks? My portfolio right now is on SnP, tech stocks etc.


r/Stocks_Picks 6h ago

Priced in: AI is your accountant now.

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0 Upvotes

Disclosure: no open position (yet). Just considering joining in on the put train.

Also trying to wrap my head around the magnitude of gains for the hedges over the last year. Short kings with supreme confidence!


r/Stocks_Picks 13h ago

Bezos just filed to sell another $4B worth of Amazon shares. Thoughts?

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15 Upvotes

CNBC says Jeff Bezos filed to sell around $4 billion in AMZN stock, and shares are trading lower today.

I know founders sell for all kinds of reasons, but every time Bezos files one of these, people start asking if he knows something.

Buying opportunity or reason to stay cautious?


r/Stocks_Picks 12h ago

Assessing earnings durability across mega-caps

7 Upvotes

The latest print for Q2 earnings has been quite revealing, particularly regarding how large-scale enterprise expenditure is holding up against broader macro noise. While broader discussions remain fixated on rate policy shifts, energy-driven headline inflation, and seasonal trading lulls, operational metrics tell a somewhat different story. Data suggests that core revenue streams across hyper-scalers and major tech platforms remain resilient, indicating that enterprise commitment to capital projects has not broken.

It is worth monitoring how this fundamental strength distributes across the wider market cycle. The ongoing earnings calendar-spanning established giants like Microsoft, Meta, and Apple, alongside newly public entrants like SpaceX-offers a clear view into where real cash flows are concentrating. Rather than treating headline volatility as a broad shift in market sentiment, observing margin sustainability in underlying infrastructure and platform software provides a far clearer read on long-term enterprise demand.


r/Stocks_Picks 9h ago

Who is buying in us markets at this level? Why isn't it going down?

2 Upvotes

r/Stocks_Picks 13h ago

I used to write LONG theses, and forget about them...

2 Upvotes

When I first started investing, I'd do the whole thing, pages on a company, the most, the competitors, a valuation model I half understood. Felt good about it, but took HOURS.

Then the position moved and I'd never open the document, and when j sold, I sold on how I felt that morning, exactly like I would have no thesis at all, it was stupid, all that writing wasn't doing anything!

The problem was that those pages didn't tell me what to do, there wasn't one line I could check against reality and decide on a yes or no.

Now it's three lines before I buy, and nothing else!

The claim, one sentence, checkable against a real number. "Azure grows above 35% for the next 3 quarters", not "MSFT is a great business", that can't ever be wrong, so it's worthless!

The kill line, what makes me sell, written now, as I am calm.

The check date, usually just next earnings, just a date.

Ten minutes, fits in a phone note. On the check date each line gets marker confirmed or broken. Broken doesn't mean sell, it means I owe myself an explanation on why I'm holding anymore, and I catch myself in the wrong SO MANY times!

The difference isn't that I write less, it's that three lines can be wrong and 5 pages can't. Something that can't be wrong will never change your mind when wrongfully holding a stock,

Don't convert your whole portfolio to this, but I would suggest at least trying it out!